Morningstar

Symmetry Panoramic US Equity Fund Class I Shares SPUSX

Medalist Rating as of Aug 31, 2026 See Symmetry Partners Investment Hub

Strategy

The investment seeks long-term capital appreciation. Under normal circumstances, the fund will invest, directly or indirectly, at least 80% of its net assets in equity securities of U.S. companies. It may invest in securities and other instruments either directly or by investing in shares of registered, open-end investment companies and exchange-traded funds (“ETFs”) (collectively, “underlying funds”). The fund may also invest in real estate investment trusts (“REITs”).

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
SPUSX	Symmetry Panoramic US Equity Fund Class I Shares	Institutional	Open			Nov 12, 2018	$440.25M	0.650%	Average	$1,000	−$30.12M

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